Merge field mapping between Word templates and HTML templates for invoices

Customer Account fields

The following table lists the mapping for Customer Account fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates	Equivalent in HTML templates
Account.AccountNumber	Invoice.Account.AccountNumber
Account.Autopay	Invoice.Account.AutoPay
Account.Balance	Invoice.Account.Balance
Account.BillCycleDay	Invoice.Account.BillCycleDay
Account.BillingBatch	Invoice.Account.Batch
Account.CompanyCode	Invoice.Account.TaxCompanyCode
Account.CreditBalance	Invoice.Account.CreditBalance
Account.CrmId	Invoice.Account.CrmId
Account.Currency	Invoice.Account.Currency
Account.CustomerSupportRepName	Invoice.Account.CustomerServiceRepName
Account.DefaultPaymentMethod	Account.DefaultPaymentMethodId
Account.MRR	Invoice.Account.Mrr
Account.Name	Invoice.Account.Name
Account.NewBalance	`{{#Wp_Eval}} "{{Invoice.Status}}" == "Draft" ? {{Invoice.Account.Balance}} + {{Invoice.Balance}} : {{Invoice.Account.Balance}} {{/Wp_Eval}}`
Account.Notes	Invoice.Account.Notes
Account.Parent.Name	Invoice.Account.Parent.Name
Account.PaymentTerm	Invoice.Account.PaymentTerm
Account.PaymentMethodMandateId	Invoice.Account.DefaultPaymentMethod.MandateID
Account.PreviousBalance	`{{#Wp_Eval}} "{{Invoice.Status}}" == "Draft" ? {{Invoice.Account.Balance}} : {{Invoice.Account.Balance}} - {{Invoice.Balance}} {{/Wp_Eval}}`
Account.PreviousTransactionImpactTotal	Currently unavailable
Account.PreviousTransactionStartAmount	Currently unavailable
Account.PurchaseOrderNumber	Invoice.Account.PurchaseOrderNumber
Account.SalesRep	Invoice.Account.SalesRepName
Account.TaxExempt	Invoice.Account.TaxExemptStatus
Account.TaxExemptCertificateID	Invoice.Account.TaxExemptCertificateID
Account.TaxExemptCertificateType	Invoice.Account.TaxExemptCertificateType
Account.TaxExemptDescription	Invoice.Account.TaxExemptDescription
Account.TaxExemptEffectiveDate	Invoice.Account.TaxExemptEffectiveDate
Account.TaxExemptExpirationDate	Invoice.Account.TaxExemptExpirationDate
Account.TaxExemptIssuingJurisdiction	Invoice.Account.TaxExemptIssuingJurisdiction
Account.VATID	Invoice.Account.VATId

Bill To Contact fields

The following table lists the mapping for Bill To Contact fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates	Equivalent in HTML templates
BillToContact.Address1	Invoice.Account.BillTo.Address1
BillToContact.Address2	Invoice.Account.BillTo.Address2
BillToContact.City	Invoice.Account.BillTo.City
BillToContact.Country	Invoice.Account.BillTo.Country
BillToContact.County	Invoice.Account.BillTo.County
BillToContact.Description	Invoice.Account.BillTo.Description
BillToContact.Fax	Invoice.Account.BillTo.Fax
BillToContact.FirstName	Invoice.Account.BillTo.FirstName
BillToContact.HomePhone	Invoice.Account.BillTo.HomePhone
BillToContact.LastName	Invoice.Account.BillTo.LastName
BillToContact.MobilePhone	Invoice.Account.BillTo.MobilePhone
BillToContact.NickName	Invoice.Account.BillTo.NickName
BillToContact.OtherPhone	Invoice.Account.BillTo.OtherPhone
BillToContact.OtherPhoneType	Invoice.Account.BillTo.OtherPhoneType
BillToContact.PersonalEmail	Invoice.Account.BillTo.PersonalEmail
BillToContact.PostalCode	Invoice.Account.BillTo.PostalCode
BillToContact.State	Invoice.Account.BillTo.State
BillToContact.TaxRegion	Invoice.Account.BillTo.TaxRegion
BillToContact.WorkEmail	Invoice.Account.BillTo.WorkEmail
BillToContact.WorkPhone	Invoice.Account.BillTo.WorkPhone

Sold To Contact fields

The following table lists the mapping for Sold To Contact fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates	Equivalent in HTML templates
SoldToContact.Address1	Invoice.Account.SoldTo.Address1
SoldToContact.Address2	Invoice.Account.SoldTo.Address2
SoldToContact.City	Invoice.Account.SoldTo.City
SoldToContact.Country	Invoice.Account.SoldTo.Country
SoldToContact.County	Invoice.Account.SoldTo.County
SoldToContact.Description	Invoice.Account.SoldTo.Description
SoldToContact.Fax	Invoice.Account.SoldTo.Fax
SoldToContact.FirstName	Invoice.Account.SoldTo.FirstName
SoldToContact.HomePhone	Invoice.Account.SoldTo.HomePhone
SoldToContact.LastName	Invoice.Account.SoldTo.LastName
SoldToContact.MobilePhone	Invoice.Account.SoldTo.MobilePhone
SoldToContact.NickName	Invoice.Account.SoldTo.NickName
SoldToContact.OtherPhone	Invoice.Account.SoldTo.OtherPhone
SoldToContact.OtherPhoneType	Invoice.Account.SoldTo.OtherPhoneType
SoldToContact.PersonalEmail	Invoice.Account.SoldTo.PersonalEmail
SoldToContact.PostalCode	Invoice.Account.SoldTo.PostalCode
SoldToContact.State	Invoice.Account.SoldTo.State
SoldToContact.TaxRegion	Invoice.Account.SoldTo.TaxRegion
SoldToContact.WorkEmail	Invoice.Account.SoldTo.WorkEmail
SoldToContact.WorkPhone	Invoice.Account.SoldTo.WorkPhone

Invoice fields

The following table lists the mapping for Invoice fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates	Equivalent in HTML templates
Invoice.Adjustment	Invoice.AdjustmentAmount
Invoice.AmountWithoutTax	Invoice.AmountWithoutTax
Invoice.Balance	Invoice.Balance
Invoice.BillRunID	`{{#Invoice.Source\|EqualToVal(BillRun)}} {{Invoice.SourceId}} {{/Invoice.Source\|EqualToVal(BillRun)}}`
Invoice.Comments	Invoice.Comments
Invoice.CreditMemoAmount	Invoice.CreditMemoAmount Note: This field is only available if Invoice Settlement is enabled
Invoice.Discount	`{{Invoice.InvoiceItems\|FilterByValue(ProcessingType,EQ,1)\|Sum(ChargeAmount)}}`
Invoice.DueDate	Invoice.DueDate
Invoice.FileVersionNumber	Currently unavailable
Invoice.GrossAmount	`{{Invoice.InvoiceItems\|FilterByValue(ProcessingType,NE,1)\|Sum(ChargeAmount)}}`
Invoice.InvoiceDate	Invoice.InvoiceDate
Invoice.InvoiceNumber	Invoice.InvoiceNumber
Invoice.PaymentAmount	Invoice.PaymentAmount
Invoice.Tax	Invoice.TaxAmount
Invoice.Total	Invoice.Amount
Invoice.RefundAmount	Invoice.RefundAmount
Invoice.SubTotalOneTimeChargeAmount	`{{Invoice.InvoiceItems\|FilterByValue(ProcessingType,NE,1)\|FilterByValue(RatePlanCharge.ChargeType,EQ,OneTime)\|Sum(ChargeAmount)}}`
Invoice.NetTotalOneTimeChargeAmount	Currently unavailable
Invoice.TotalOneTimeChargeAmount	Currently unavailable
Invoice.SubTotalRecurringChargeAmount	`{{Invoice.InvoiceItems\|FilterByValue(ProcessingType,NE,1)\|FilterByValue(RatePlanCharge.ChargeType,EQ,Recurring)\|Sum(ChargeAmount)}}`
Invoice.NetTotalRecurringChargeAmount	Currently unavailable
Invoice.TotalRecurringChargeAmount	Currently unavailable
Invoice.SubTotalUsageChargeAmount	`{{Invoice.InvoiceItems\|FilterByValue(ProcessingType,NE,1)\|FilterByValue(RatePlanCharge.ChargeType,EQ,Usage)\|Sum(ChargeAmount)}}`
Invoice.NetTotalUsageChargeAmount	Currently unavailable
Invoice.TotalUsageChargeAmount	Currently unavailable
Invoice.NetPaymentAmount	Currently unavailable
Invoice.TaxInvoiceItemAdjustmentAmount	Currently unavailable
Invoice.ChargeInvoiceItemAdjustmentAmount	Currently unavailable
Invoice.InvoiceItemAdjustmentAmount	Currently unavailable
Invoice.CreditBalanceAdjustmentAmount	Invoice.CreditBalanceAdjustmentAmount
Invoice.TotalInvoiceAdjustmentAmount	Currently unavailable
Invoice.TotalAdjustmentAmount	Currently unavailable
Invoice.CreditBalanceIncreaseAmount	`{{CreditBalanceAdjustments\|FilterByValue(Type,NE,Decrease)\|Sum(Amount)}}`
Invoice.CreditBalanceDecreaseAmount	`{{CreditBalanceAdjustments\|FilterByValue(Type,EQ,Decrease)\|Sum(Amount)}}`
Invoice.SequenceNumber	`{{Invoice.InvoiceNumber\|Substr(3,11)}}` The first parameter of the `Substr` function needs to change according to the prefix. If the prefix is INV for invoices, you can use `Substr(3,11)`to get the invoice sequence number. For example, if an invoice number is INV00000001, the rendered result is displayed as 00000001. To learn more information about the `Substr` function, see Functions used in merge fields.
Currently unavailable	Invoice.PaymentLink

Invoice Item fields

To build an invoice items table in HTML template editor, you can drag the Charge Details component into an HTML template, and then customize the predefined table according to your business demands. Additionally, you can also use the Configure data tables in HTML templates with more flexibility.

The following table lists the mapping for Invoice Item fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates	Equivalent in HTML templates
InvoiceItem.AccountName	InvoiceItem.Subscription.Account.Name
InvoiceItem.AccountNumber	InvoiceItem.Subscription.Account.AccountNumber
InvoiceItem.ActualQuantity	Currently unavailable
InvoiceItem.AmountWithoutTax	InvoiceItem.ChargeAmount
InvoiceItem.ChargeAccountingCode	InvoiceItem.AccountingCode
InvoiceItem.ChargeDate	InvoiceItem.ChargeDate
InvoiceItem.ChargeModel	InvoiceItem.RatePlanCharge.ChargeModel
InvoiceItem.ChargeNumber	InvoiceItem.RatePlanCharge.ChargeNumber
InvoiceItem.ChargePeriod	InvoiceItem.RatePlanCharge.BillingPeriod
InvoiceItem.ChargeType	InvoiceItem.RatePlanCharge.ChargeType
InvoiceItem.Description	InvoiceItem.Description
InvoiceItem.DiscountAmount	`{{#InvoiceItems\|FilterByValue(ProcessingType,NE,1)}} {{Cmd_Assign(RegularItemId,Id)}} {{InvoiceItems\|FilterByRef(AppliedToInvoiceItemId,EQ,RegularItemId)\|Sum(ChargeAmount)}} {{/InvoiceItems\|FilterByValue(ProcessingType,NE,1)}}`
InvoiceItem.DiscountTaxAmount	`{{#InvoiceItems\|FilterByValue(ProcessingType,NE,1)}} {{Cmd_Assign(RegularItemId,Id)}} {{InvoiceItems\|FilterByRef(AppliedToInvoiceItemId,EQ,RegularItemId)\|Sum(TaxAmount)}} {{/InvoiceItems\|FilterByValue(ProcessingType,NE,1)}}`
InvoiceItem.ExtendedPrice	`{{#Wp_Eval}}{{ChargeAmount}} + {{TaxAmount}}{{/Wp_Eval}}`
InvoiceItem.IsNew	Currently unavailable
InvoiceItem.ListPrice	Currently unavailable
InvoiceItem.ListPriceBase	InvoiceItem.RatePlanCharge.ListPriceBase
InvoiceItem.Name	InvoiceItem.ChargeName
InvoiceItem.ProductDescription	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
InvoiceItem.ProductName	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
InvoiceItem.ProductRatePlanCharge.CustomField	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.CustomField
InvoiceItem.Quantity	InvoiceItem.Quantity
InvoiceItem.RatePlanCharge.CustomField	InvoiceItem.RatePlanCharge.CustomField
InvoiceItem.RatePlanDescription	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Description
InvoiceItem.RatePlanName	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Name
InvoiceItem.RevenueRecognitionCode	InvoiceItem.RecognizedRevenueAccountingCode.Name
InvoiceItem.ServicePeriod	`{{ServiceStartDate\|Localise}} - {{ServiceEndDate\|Localise}}`
InvoiceItem.ServiceStartDate	InvoiceItem.ServiceStartDate
InvoiceItem.ServiceEndDate	InvoiceItem.ServiceEndDate
InvoiceItem.Sku	InvoiceItem.SKU
InvoiceItem.SubscriptionNotes	InvoiceItem.Subscription.Notes
InvoiceItem.SubscriptionNumber	InvoiceItem.Subscription.Name
InvoiceItem.TaxAmount	InvoiceItem.TaxAmount
InvoiceItem.UnitOfMeasure	InvoiceItem.UOM
InvoiceItem.UnitOfMeasureDisplayedAs	Currently unavailable
InvoiceItem.UnitPrice	InvoiceItem.UnitPrice
InvoiceItem.TaxCode	InvoiceItem.TaxCode
InvoiceItem.CustomField	InvoiceItem.CustomField
InvoiceItem.PurchaseOrderNumber	InvoiceItem.PurchaseOrderNumber
InvoiceItem.ItemType	InvoiceItem.ItemType

Subscription fields

To build a subscription table in the HTML template editor, you can use the HTML component. For more information, see Configure HTML codes in HTML invoice templates.

The following table lists the mapping for Subscription fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates	Equivalent in HTML templates
Subscription.Autorenew	InvoiceItem.Subscription.Autorenew
Subscription.AmountWithoutTax	`{{#Invoice.InvoiceItems\|GroupBy(Subscription.Name)}} {{_Group\|Sum(ChargeAmount)}} {{/Invoice.InvoiceItems\|GroupBy(Subscription.Name)}}`
Subscription.ExtendedPrice	`{{#Invoice.InvoiceItems\|GroupBy(Subscription.Name)}} {{#Wp_Eval}}{{_Group\|Sum(ChargeAmount)}} + {{_Group\|Sum(TaxAmount)}}{{/Wp_Eval}} {{/Invoice.InvoiceItems\|GroupBy(Subscription.Name)}}`
Subscription.Notes	InvoiceItem.Subscription.Notes
Subscription.Owner.BillToContact.Address1	InvoiceItem.Subscription.Account.BillToContact.Address1
Subscription.Owner.BillToContact.Address2	InvoiceItem.Subscription.Account.BillToContact.Address2
Subscription.Owner.BillToContact.City	InvoiceItem.Subscription.Account.BillToContact.City
Subscription.Owner.BillToContact.Country	InvoiceItem.Subscription.Account.BillToContact.Country
Subscription.Owner.BillToContact.County	InvoiceItem.Subscription.Account.BillToContact.County
Subscription.Owner.BillToContact.FirstName	InvoiceItem.Subscription.Account.BillToContact.FirstName
Subscription.Owner.BillToContact.LastName	InvoiceItem.Subscription.Account.BillToContact.LastName
Subscription.Owner.BillToContact.MobilePhone	InvoiceItem.Subscription.Account.BillToContact.MobilePhone
Subscription.Owner.BillToContact.PostalCode	InvoiceItem.Subscription.Account.BillToContact.PostalCode
Subscription.Owner.BillToContact.State	InvoiceItem.Subscription.Account.BillToContact.State
Subscription.Owner.BillToContact.WorkEmail	InvoiceItem.Subscription.Account.BillToContact.WorkEmail
Subscription.Owner.BillToContact.WorkPhone	InvoiceItem.Subscription.Account.BillToContact.WorkPhone
Subscription.Owner.SoldToContact.Address1	InvoiceItem.Subscription.Account.SoldToContact.Address1
Subscription.Owner.SoldToContact.Address2	InvoiceItem.Subscription.Account.SoldToContact.Address2
Subscription.Owner.SoldToContact.City	InvoiceItem.Subscription.Account.SoldToContact.City
Subscription.Owner.SoldToContact.Country	InvoiceItem.Subscription.Account.SoldToContact.Country
Subscription.Owner.SoldToContact.County	InvoiceItem.Subscription.Account.SoldToContact.County
Subscription.Owner.SoldToContact.FirstName	InvoiceItem.Subscription.Account.SoldToContact.FirstName
Subscription.Owner.SoldToContact.LastName	InvoiceItem.Subscription.Account.SoldToContact.LastName
Subscription.Owner.SoldToContact.MobilePhone	InvoiceItem.Subscription.Account.SoldToContact.MobilePhone
Subscription.Owner.SoldToContact.PostalCode	InvoiceItem.Subscription.Account.SoldToContact.PostalCode
Subscription.Owner.SoldToContact.State	InvoiceItem.Subscription.Account.SoldToContact.State
Subscription.Owner.SoldToContact.WorkEmail	InvoiceItem.Subscription.Account.SoldToContact.WorkEmail
Subscription.Owner.SoldToContact.WorkPhone	InvoiceItem.Subscription.Account.SoldToContact.WorkPhone
Subscription.Product.Description	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
Subscription.Product.Name	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
Subscription.Product.SKU	InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.SKU
Subscription.RatePlan.Description	InvoiceItem.RatePlanCharge.RatePlan.Description
Subscription.RatePlan.Name	InvoiceItem.RatePlanCharge.RatePlan.Name
Subscription.SubscriptionNumber	InvoiceItem.Subscription.Name
Subscription.TaxAmount	`{{#Invoice.InvoiceItems\|GroupBy(Subscription.Name)}} {{_Group\|Sum(TaxAmount)}} {{/Invoice.InvoiceItems\|GroupBy(Subscription.Name)}}`
Subscription.TermEndDate	InvoiceItem.Subscription.TermEndDate
Subscription.TermStartDate	InvoiceItem.Subscription.TermStartDate

Usage Summary fields

For Usage Summary fields in Word templates for invoices, currently no equivalents exist in HTML invoice templates.

Usage Lines (Items) fields

The following table lists the mapping for Usage Lines (Items) fields in Word invoice templates and HTML invoice templates.

Merge field in Word template	Equivalent in HTML template
Usage.ChargeAccountingCode	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge
Usage.ChargeDescription	InvoiceItem.ProcessedUsage.Usage.RatePlanCharge.Description
Usage.ChargeName	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.Name
Usage.ChargeNumber	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ChargeNumber
Usage.Date	InvoiceItem.ProcessedUsages.Usage.StartDateTime
Usage.ProductChargeDescription	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.Description
Usage.ProductDescription	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
Usage.ProductName	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
Usage.ProductSKU	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.SKU
Usage.Quantity	InvoiceItem.ProcessedUsages.Usage.Quantity
Usage.RatePlanDescription	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Description
Usage.RatePlanName	InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Name
Usage.RatingAmount	InvoiceItem.ProcessedUsages.Amount
Usage.RevenueRecognitionCode	InvoiceItem.ProcessedUsages.InvoiceItem.RecognizedRevenueAccountingCode.Name
Usage.SubscriptionNotes	InvoiceItem.ProcessedUsages.Usage.Subscription.Notes
Usage.SubscriptionNumber	InvoiceItem.ProcessedUsages.Usage.Subscription.Name
Usage.UOM	InvoiceItem.ProcessedUsages.Usage.UOM
Usage.UOMDisplayedAs	Currently unavailable
Usage.AccountNumber	InvoiceItem.ProcessedUsages.Usage.AccountNumber

Tax Summary fields

The following table lists the mapping for Tax Summary fields in Word invoice templates and HTML invoice templates.

Merge field in Word template	Equivalent in HTML template
TaxSummary.AmountWithoutTax	Charge Amount column in the Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxExtendedAmount	Tax Amount column in Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxName	Tax Name column in Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxRate	Tax Rate column in Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxRateType	Tax Rate Type column in Tax Summary Table predefined in the Tax Summary component

Tax Item fields

To build a taxation details table in the HTML template editor, follow the procedure described in How to configure taxation details tables in HTML invoice templates.

The following table lists the mapping for Tax Item fields in Word invoice templates and HTML invoice templates.

Merge field in Word template	Equivalent in HTML template
TaxItem.AmountWithoutTax	TaxationItem.InvoiceItem.ChargeAmount
TaxItem.ChargeDescription	TaxationItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.Description
TaxItem.ChargeName	TaxationItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.Name
TaxItem.ChargePeriod	TaxationItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.BillingPeriod
TaxItem.ProductDescription	TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Description
TaxItem.ProductName	TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Name
TaxItem.ProductSKU	TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Product.SKU
TaxItem.RatePlanDescription	TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Description
TaxItem.RatePlanName	TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Name
TaxItem.SubscriptionNotes	TaxationItem.Subscription.Notes
TaxItem.SubscriptionNumber	TaxationItem.Subscription.Name
TaxItem.TaxAccountingCode	TaxationItem.TaxAccountingCode
TaxItem.TaxAmount	TaxationItem.TaxAmount
TaxItem.TaxCode	TaxationItem.TaxCode
TaxItem.TaxItemDate	TaxationItem.ChargeDate
TaxItem.TaxJurisdiction	TaxationItem.Jurisdiction
TaxItem.TaxLocationCode	TaxationItem.LocationCode
TaxItem.TaxName	TaxationItem.Name
TaxItem.TaxRate	TaxationItem.TaxRate
TaxItem.TaxRateDescription	TaxationItem.TaxRateDescription
TaxItem.TaxRateType	TaxationItem.TaxRateType

Transaction fields

For Transaction fields in Word templates for invoices, currently no equivalents exist in HTML invoice templates.

Previous Transaction fields

For Previous Transaction fields in Word templates for invoices, follow the following procedure for Displaying previous transaction data in HTML invoice templates.

Open Invoice fields

To build an open invoice table in the HTML template editor, follow the procedure described in How to configure open invoice tables in HTML invoice templates.

The following table lists the mapping for Open Invoice fields in Word invoice templates and HTML invoice templates.

Merge field in Word template	Equivalent in HTML template
Invoice.InvoiceDate	Invoice.InvoiceDate
Invoice.InvoiceNumber	Invoice.InvoiceNumber
Invoice.DueDate	Invoice.DueDate
Invoice.Total	Invoice.Amount
Invoice.Balance	Invoice.Balance

Bar Code fields

To configure barcodes in the HTML template editor, follow the procedure in Configure barcodes in HTML invoice templates.

The following table lists the mapping for Bar Code fields in Word and HTML templates.

Merge field in Word template	Equivalent in HTML template
BarCode.Code128	Wp_Barcode
BarCode.AustraliaPost	Wp_Barcode

Payment fields

To build a payment table in the HTML template editor, follow the procedure described in How to configure payment tables in HTML invoice templates.

The following table lists the mapping for Payment fields in Word and HTML templates.

Merge field in Word template	Equivalent in HTML template
Payment.AccountingCode	Payment.AccountingCode
Payment.AppliedAmount	Payment.AppliedAmount
Payment.CreditCardNumberMasked	Payment.PaymentMethodSnapshot.CreditCardMaskNumber
Payment.CreditCardType	Payment.PaymentMethodSnapshot.CreditCardType
Payment.Date	Payment.EffectiveDate
Payment.Description	Payment.Comment
Payment.Method	`{{#Wp_Eval}} "{{Payment.Type}}" == "External" ? "{{Payment.PaymentMethod.Type}}" : "{{Payment.PaymentMethodSnapshot.Type}}" {{/Wp_Eval}}`
Payment.Number	Payment.PaymentNumber
Payment.PaymentType	Payment.Type
Payment.ReferenceId	Payment.ReferenceId